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“It's a very important and material position in the portfolio... we're at a point where the software has solved autonomy... If Tesla is the only general solution for autonomy... What does that mean for”
@We Study Billionaires · The Investor’s Podcast
Tesla cracked self-driving with an AI platform and 10 billion miles of data to completely dominate the global rollout of robotaxis.
TSLALONG@ $307.71
$313.17+1.77%
since call Jul 26
38:43LONG
“when we got involved in Google I think their AI advantages was not as understood as it is now and Deisabas in what he's built in deep mind and in Google you know is still in our perception as the lead”
@We Study Billionaires · The Investor’s Podcast
Investors mispriced Google at just 15x earnings, completely missing how its interconnected search network and DeepMind's AI dominance accelerate its scale.
GOOGLLONG@ $316.42
$359.81+13.71%
since call Jul 26
peak +13.7%
“The cloud that was that is still resident around software is a perception that these assets could be disrupted versus any evidence that they are... We've bought two software assets this year... this f”
@We Study Billionaires · The Investor’s Podcast
Constellation Software crashed 50% on fake AI fears, but its deeply embedded vertical software actually uses AI to extract more value from customers.
CSULONG@ C$2,610
C$2,978+14.13%
since call Jul 26
peak +16.9%
“Starship has the capability given size in both stages of reusability, first and second, to reach go from $2,400 a kilogram to LEO to $100 and potentially as low as $10. ... I think penciling out a 26 ”
@We Study Billionaires · The Investor’s Podcast
SpaceX will multiply your money 10x over the next decade as Starship collapses launch costs to $100 per kilogram and unlocks cheap orbital data centers.
SPCXLONG@ $114.30
$109.66-4.06%
since call Jul 26
peak +1.5%
TIMESTAMPS
15:08
38:43
41:29
81:24